DHJJ Financial Advisors’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

DHJJ Financial Advisors’s Portfolio BMVP Stock Details BMVP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$150	Hold	3	–	–	﹤0.01%	1014
2025 Q4	$147	Hold	3	–	–	﹤0.01%	973
2025 Q3	$148	Hold	3	–	–	﹤0.01%	936
2025 Q2	$146	Hold	3	–	–	﹤0.01%	911
2025 Q1	$144	Hold	3	–	–	﹤0.01%	868
2024 Q4	$141	Hold	3	–	–	﹤0.01%	834
2024 Q3	$145	Hold	3	–	–	﹤0.01%	822
2024 Q2	$133	Hold	3	–	–	﹤0.01%	773
2024 Q1	$137	Hold	3	–	–	﹤0.01%	756
2023 Q4	$122	Hold	3	–	–	﹤0.01%	753
2023 Q3	$111	Buy	+3	New	+$116	﹤0.01%	755

Other funds holding BMVP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

DHJJ Financial Advisors's BMVP Position: Q1 2026 in Review

DHJJ Financial Advisors held its Invesco Bloomberg MVP Multi-factor ETF (BMVP) position steady in Q1 2026 at 3 shares worth $150. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

DHJJ Financial Advisors first reported a position in BMVP in Q3 2023 and has held it in 11 quarters since. 40 funds tracked by Wall St. Rank hold BMVP as of Q1 2026.

DHJJ Financial Advisors held 3 shares of Invesco Bloomberg MVP Multi-factor ETF worth $150 as of Q1 2026.
DHJJ Financial Advisors left its Invesco Bloomberg MVP Multi-factor ETF share count unchanged in Q1 2026.
Invesco Bloomberg MVP Multi-factor ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #1014 holding.
DHJJ Financial Advisors first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q3 2023 and has held it in 11 quarters since.
40 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.